Atlanta, GA Ashwood Parkway Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$18,509,516,941
ClientsTotal clients
80,267
AdvisorsAdvisors at this office
21
Of 1,910 advisors across 510 offices
Location
900 Ashwood Parkway, Suite 400
Atlanta GA 30338
Advisors at this office
21
Advisors at this office
Vernon P
ChFC®, Series 63
Atlanta, GA
Guardian Life
Vernon Purcell Jr. is a ChFC®-designated financial advisor with 25 years of industry experience, currently affiliated with Primerica Advisors. He has held positions at Park Avenue Securities since 2000 and is the sole owner of Ashford Advisors Inc., a general agency of The Guardian Life Insurance Company of America. Purcell also serves on the Board of Governors for the Dunwoody Country Club. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers transaction-based brokerage, fee-based advisory relationships, and various financial planning and consulting services, implementing investment strategies through proprietary and third-party model portfolios.
Michael M
Series 66
Atlanta, GA
Guardian Life
Michael Miller is a financial advisor with Primerica Advisors, holding a Series 66 designation and nine years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2014. Outside of his advisory role, he assists with marketing for his wife’s family business and contributes as a freelance writer for Successful Farming Publication. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised funds.
John W
Series 66
Atlanta, GA
Guardian Life
John Wells III is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has three years of industry experience and previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he performs music with a compensated band. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a variety of proprietary and third-party investment strategies across multiple platforms.
Jon Paul R
Series 66
Atlanta, GA
Guardian Life
Jon Paul Roy is a financial advisor with Primerica Advisors based in Atlanta, GA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance, Apogee Financial Partners, Vente Partners LLC, and Miller Heiman Group. He serves as an elected trustee for The St. Martin in the Fields Trust, a voluntary role with a five-year term. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a mix of proprietary and third-party investment strategies across various platforms.
Emily P
Series 63, Series 65
Atlanta, GA
Guardian Life
Emily Pool is a financial advisor with Guardian Life and Park Avenue Securities in Atlanta, GA, holding Series 63 and Series 65 licenses with four years of industry experience. She serves on the Assetmark Operations Advisory Board as a volunteer, providing feedback on operational workflows. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and a range of advisory programs.
Brett G
Series 66
Atlanta, GA
Guardian Life
Brett Godwin is a financial advisor with Guardian Life and holds a Series 66 designation. He began his career in the financial industry in 2025, with prior experience at Ashford Advisors and Park Avenue Securities. Outside of his advisory role, he is involved in private soccer training in Alpharetta, GA. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement consulting, and investment advisory programs.
Christopher J
Series 66
Atlanta, GA
Guardian Life
Christopher Johnson is a financial advisor with Primerica Advisors based in Atlanta, GA. He holds a Series 66 designation and has six years of industry experience. His prior roles include positions at Park Avenue Securities LLC, Guardian Life Insurance Company of America, and Wells Fargo Capital. Outside of advisory work, he is involved in insurance sales unrelated to Guardian Life. Park Avenue Securities LLC serves a diverse retail client base, including individual investors, high-net-worth clients, charitable organizations, and corporations. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies across multiple account types.
William F
Series 66
Atlanta, GA
Guardian Life
William Francis is a financial advisor with Primerica Advisors based in Atlanta, GA. He holds a Series 66 designation and has two years of industry experience, with prior roles at Guardian Life Insurance, Park Avenue Securities, and Ashford Advisors. In addition to his advisory work, he maintains an insurance business outside of Guardian. Park Avenue Securities serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party models, supporting both discretionary and non-discretionary accounts with various investment products and lending solutions.
Palmer C
Series 66
Atlanta, GA
Guardian Life
Palmer Curry is a financial advisor with Guardian Life and holds a Series 66 designation. He has five years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2017. Outside of his advisory role, he serves as a co-executor on his mother’s will. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and retirement consulting. The firm offers both discretionary and non-discretionary advisory relationships utilizing in-house and third-party model portfolios, along with a hybrid digital advisory solution called VestWise™.
Jonathan D
Series 66
Atlanta, GA
Guardian Life
Jonathan Dewitt is a financial advisor with Primerica Advisors, holding a Series 66 designation and two years of industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities, with additional experience at Cove.Tool and Luxe Linear Drains. Dewitt is involved in insurance product sales outside of Guardian. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of proprietary and third-party investment strategies across multiple program platforms.
William I
CFP®, ChFC®, Series 66
Atlanta, GA
Guardian Life
William Inman Jr. is a financial advisor with Primerica Advisors based in Atlanta, GA, holding CFP®, ChFC®, and Series 66 designations and bringing 17 years of industry experience. He has worked at Park Ave Securities and Guardian since 2008. Inman serves as a member of the Mount Vernon Campaign Council, a school-related volunteer role. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and provides services such as lending solutions and donor-advised fund options.
Jennifer H
Series 66
Atlanta, GA
Guardian Life
Jennifer Hosch is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has nine years of industry experience and has worked at Park Avenue Securities, Guardian Life Insurance Company, and Wells Fargo Advisors. Outside of financial services, she is the owner of Freemanville Farms Tree Company, LLC, a business focused on selling live trees. Park Avenue Securities LLC serves a wide range of clients, including individual investors, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and consulting, utilizing a combination of proprietary and third-party investment strategies across various asset classes.
Michael G
CFP®, ChFC®, Series 66
Atlanta, GA
Guardian Life
Michael Ghioto is a financial advisor with Primerica Advisors based in Atlanta, GA, holding CFP®, ChFC®, and Series 66 designations and bringing 20 years of industry experience. He has worked with Park Avenue Securities since 2005 and with Guardian Life Insurance Company since 2004. Park Avenue Securities serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and fee-based advisory services along with financial planning and retirement-plan consulting. The firm uses a combination of proprietary and third-party investment strategies, supporting various account types and lending solutions.
Norman P
ChFC®, Series 63, Series 65
Atlanta, GA
Guardian Life
Norman Plotkin is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including over two decades with both firms. Outside of his advisory role, he volunteers as a financial planner assisting Holocaust survivors through Jewish Family & Children Services of Atlanta and serves as Vice Commodore of the Barefoot Sailing Club. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser affiliated with Guardian Life. The firm provides brokerage services, financial planning, retirement consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.
Austin E
Series 63, Series 65
Atlanta, GA
Guardian Life
Austin Ehlinger is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2014. Outside of his advisory role, he serves as an executor of his parent’s estate. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a mix of proprietary and third-party investment strategies across various account types.
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